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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Conrad Zid is an investment advisor representative with Morgan Stanley. Michael has been in the industry since April 1986 and has been registered with the firm since August 2010. Michael holds a Series 7, 8, 63 and SIE. Michael is also registered as an Investment Advisor Representative in 49 states, including Ohio and Texas. Prior to joining Morgan Stanley, Michael worked at Wells Fargo Advisors, LLC and Fifth Third/The Ohio Company. Michael is a registered representative of Morgan Stanley Smith Barney LLC and its affiliated companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
04/02/2020 - Present
Morgan Stanley (Dublin OH)
OH
10/19/1998 - 08/23/2010
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
OH
03/12/1993 - 10/12/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
NJ
04/23/1986 - 03/23/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 04/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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